A collaborative and creative day of strategic discussions in Brussels – ToP facilitation case study

“Over the course of this collaborative and creative day, we engaged in strategic discussions about how to leverage impactful advocacy and the organisation’s agenda for action. Excited for what’s ahead and proud of what we’ve accomplished together!” Architects’ Council of Europe (ACE-CAE) on LinkedIn

Context

I was approached in May 2024 by the Architects’ Council of Europe Secretary General Ian Pritchard and Head of Communications Julie Deutschmann, to facilitate a strategy retreat with the ACE/CAE Executive Board in Brussels in June. They approached me after I had facilitated a similar strategy meeting for ACE in October 2020, online – see Recommendations & case studies.

It was planned for the eleven members of the ACE Board and 3-4 key Secretariat staff to gather for a one full-day strategy meeting on 21 June in Brussels, some 3½ years since that last facilitated strategy session online.

A draft agenda had been prepared, and notes of preparatory work done in advance including a summary of research and member consultation to identify and map critical themes that might be included in the strategy.

Aims

In conversation with Ian and Julie, and ACE President Ruth Schagemann and Senior Policy Officer Pierre Obajtek, the aims of the day were agreed to be as follows:

  • To reflect on, appreciate, and learn from ACE’s recent activity and outcomes together, in the context of its changing strategic landscape;
  • To develop the basis of a new 5 year strategy, including a review of the ACE core values, mission & vision and agreement on strategic objectives and critical themes;
  • To review and consider implications for ACE’s internal operating environment, strategy implementation and communication;
  • To build shared clarity, confidence and commitment to the way forward together.

Methodology and approach

For this assignment, I proposed to draw on the following of ICA’s ToP methods in particular:

The Focused Conversation method provides a structured, four-level process for effective communication which ensures that everyone in a group has the opportunity to participate.

The Consensus Workshop method is a five-stage process that incorporates Focused Conversation for effective communication and that enables a facilitator to draw out and weave together everybody’s wisdom into a clear consensus.

The Historical Scan method adapts these two methods to provide a powerful, visual way to enable a group to build a shared picture of their journey together, in historical and strategic context, to learn from their past and present in order to prepare for their future.

The ToP Participatory Strategic Planning process is a 4-stage process, each stage involving a specially tailored ToP Consensus Workshop process. The four stages are:

  1. Practical Vision – what the group would like to see in place in 3-5 years’ time as a result of successfully delivering the new strategy,
  2. Underlying Contradictions – the obstacles or issues in current reality that are preventing that vision from happening, which must be dealt with in order to move forward,
  3. Strategic Directions – innovative courses of action that the group can take to deal with the underlying contradictions and move it toward realising its vision,
  4. Implementation Plan – a set of practical actions that will start the group’s journey from where it is to where it wants to be. A clear outline of will be done, why, how, when and by whom.

These four workshops are preceded as appropriate by clarifying the parameters of the strategy, including mission and purpose, and by ‘reviewing the past to prepare for the future’, including internal & external strategic context.

To adapt and apply such an approach to a single, one-day in-person workshop for ACE, I proposed to use the Consensus Workshop method in full for the Practical Vision stage of the planning process, and a quicker and less rigorous approach to the Underlying Contradictions and Strategic Directions, in order to accomplish all of those and the Historical Scan as well in the one day.

Agenda & process

9.00 Arrivals & coffee
9.30 Opening & overview – introductions & expectations; approach, aims & agenda

Context & parameters – review advance preparation, research & consultation;  confirm ACE core values, mission & vision

10.15 Reviewing the past to prepare for the future – ‘Historical Scan’ exercise, in the light of our research & consultation:

“What are key events, accomplishments & milestones in the recent history of ACE and it’s strategic landscape? What can we appreciate and what can we learn?”

11.15 Break
11.30 Practical Vision – ‘Consensus Workshop’, in the light of our research & consultation:

“What do we want to see in place in 5 years’ time, as a result of successfully delivering the new ACE strategy?”

13.00 Lunch
14.00 Current Reality SWOT analysis, in the light of our research & consultation:

“What strengths & opportunities may help our vision to be realised, and what weaknesses & threats may hinder it?”

15.00 Break
15.15 Strategic Directions:

“What are implications for ACE for the next 5 years, and for implementation in 2024-25 in particular – for Strategic Objectives & Critical Themes, for the internal operating environment and for strategy implementation and communication? 

-17.00 Next steps, evaluation, reflection & close

Feedback and impact

Participants’ on-site feedback included:

  • Dynamic, engaging, inclusive
  • Good to have time for debate and discussion
  • New perspectives
  • Well prepared

Architects’ Council of Europe (ACE-CAE) posted soon afterwards on LinkedIn:

The ACE Executive Board came together in #Brussels to #brainstorm and pave the path for the future of the organisation.

Strategic workshops are not just about planning for the future; they are about transforming vision into actionable steps, highlighted Ruth Schagemann, ACE President.

Over the course of this collaborative and creative day, we engaged in strategic discussions about how to leverage impactful advocacy and the organisation’s agenda for action.  Excited for what’s ahead and proud of what we’ve accomplished together!


See also about mehow I workwho I work with and recommendations & case studies, and please contact me about how we might work together.

Facilitating positive transformation: Reviewing the past to prepare for the future at #IAFIndia17

IAF India conference 2017Thank you to everyone who participated in my plenary session at this year’s IAF India conference in Chennai today – Facilitation: the key to positive transformation#IAFIndia17.

In the session, Facilitating positive transformation: Reviewing the past to prepare for the future, I demonstrated a participatory approach for a group to review the past, to prepare for the future, by applying the ToP (Technology of Participation) Historical Scan method to reflect together on the unfolding history of participation and facilitation in India and beyond. I also shared some insights into the theory behind the method, and examples of the method in action. Participants had a brief opportunity to reflect on how they might apply the method.

Here I am sharing links to some resources and case studies that I mentioned during the session, and some that I didn’t, plus (below) some some tweets from the session.

ToP Historical Scan method

Examples of the method in action

  • etf20Adapt • Invent • Evolve: reviewing the past to prepare for the future at the IABC EMENA 2017 conference in London, #EuroComm17 – blog post
  • Celebrating 20 years with the European Training Foundation in Turin – #ETF20 – case study
  • Transformational Strategy: from trepidation to ‘unlocked’ with IDMC in Geneva – case study
  • Staff Away Day with George House Trust in Manchester – case study
  • Clinical Leadership Evaluation and Development with Manchester Primary Care Trust – case study

Facilitation history

  • How has facilitation developed over time, and where might it be heading? A six-month collaborative process to develop our collective story of facilitation, as IAF celebrated its 20th anniversary in 2014 – blog post, plus #FacHistory on twitter and  storify
  • Reviewing the past to prepare for the future: #FacHistory at the IAF EMENA 2014 conference in Copenhagen, #IAFEMENA14 – blog post
  • Reflections on the history of professional process facilitation, an article by Richard Chapman published by IAF Europe & AMED in 2011 – pdf
  • The past, present & future of the facilitation profession: Reviewing the past to prepare for the future at the IAF Europe 2007 conference in Edinburgh – (pdf)

ToP facilitation training & sticky walls

  • Join me for ToP facilitation training in Brussels & London (2018 dates to be scheduled soon) – blog
  • Join ICA India or other ICAs worldwide for ToP facilitation training near you
  • Sticky walls are available from ICA:UK and other ICAs, and in India from BangOn Facilitation.


For more on my work, and what others have to say about it, please see how I workwho I work with and recommendations & case studies – or view my profile and connect with me on LinkedIn.

You can connect with me also by joining my free facilitation webinars online, and IAF England & Wales’ free facilitation meetups in London and elsewhere.

Adapt • Invent • Evolve: reviewing the past to prepare for the future at #EuroComm17

Thank you to everyone who participated in my plenary session Facilitating transformation: reviewing the past to prepare for the future at this year’s IABC Europe MENA conference #EuroComm17 in London today.

In the session I demonstrated a participatory approach for a group to review the past to prepare for the future, by applying the ToP Historical Scan method to reflect together on the journey of development of the communications profession.

Here I am sharing some links to some resources and case studies that I mentioned during the session, and perhaps some that I didn’t, plus (below) some some tweets from the session the timeline we created:

etf20

  • ToP Historical Scan (‘Wall of Wonder’) overview – pdf
  • The Art of Focused Conversation – book
  • Four steps to a universal principle of facilitation and learning – blog post
  • Facilitation case study: Celebrating 20 years with the European Training Foundation in Turin – #ETF20 – case study
  • Transformational Strategy: from trepidation to ‘unlocked’ – case study
  • Staff Away Day with George House Trust – case study
  • Reviewing the past to prepare for the future: #FacHistory in Copenhagen – blog post
  • #IAFEMENA17 conference, 13-15 October in Paris – IAF
  • ToP (Technology of Participation) facilitation training – blog
  • books and sticky walls – ICA:UK

Please share your own reflections in a comment below:

  • What can we learn from experience of the ever-changing and growing communications profession about how communicators might best adapt, invent, evolve and transform, as professionals and as a profession?
  • How might you apply this method, and facilitation more broadly, in your communications work?
  • What potential do you see for greater mutual learning and collaboration between facilitators and communicators, and for partnership between IAF and IABC?

See also about mehow I workwho I work with and recommendations & case studies, and please contact me about how we might work together.

Register now on Eventbrite for my free facilitation webinars, and for my regularly scheduled ToP facilitation training courses in London and Brussels.

Introducing ICA’s Technology of Participation

iaf-geneva-bannerThank you to all who attended my workshop in Geneva last Friday Introducing ICA’s Technology of Participation, including Nadene Canning who tweeted the photo of some of us, above. Special thanks also to Pamela Lupton-Bowers and all at IAF Geneva for hosting me and for arranging the workshop.

The one-day tailored master-class (pdf) introduced four core methods of ICA’s ‘Technology of Participation’ (ToP) methodology. Below are links to some of the case studies and other resources I shared on the day, and some that I didn’t.

ToP Focused Conversation

A structured, four-level process for effective communication which ensures that everyone in a group has the opportunity to participate:

  • ToP Focused Conversation method overview – pdf
  • Three dimensions of the facilitator role – a focused conversation with video – blog post
  • Four steps to a universal principle of facilitation and learning – blog post
  • Is there a single, universal principle of facilitation? – slides & webinar recording featuring 6 case studies
  • The Art of Focused Conversation – book

ToP Consensus Workshop

A five stage process that enables a facilitator to draw out and weave together everybody’s wisdom into a clear and practical consensus:

  • ToP Consensus Workshop method overview – pdf
  • Evidencing facilitation competencies: planning with people with learning difficulties – case study
  • Clinical Leadership Evaluation and Development with Manchester Primary Care Trust – case study
  • Getting Ready for Wigan LINK with Wigan Metropolitan Borough Council – case study
  • The Workshop Book – book

ToP Historical Scan (‘Wall of Wonder’)

A powerful tool to enable a group to share and learn from their varied perspectives of a journey through history, and in context, to review the past in order to prepare for the future:

  • ToP Historical Scan (‘Wall of Wonder’) overview – pdf
  • Reviewing the past to prepare for the future: #FacHistory in Copenhagen – blog post
  • Facilitation case study: Celebrating 20 years with the European Training Foundation in Turin – #ETF20 – case study
  • Staff Away Day with George House Trust – case study

ToP Participatory Strategic Planning

A structured long-range planning process which incorporates ToP Consensus Workshop for building consensus, ToP Focused Conversation for effective group communication, and an implementation process for turning ideas into productive action and concrete accomplishments:

  • ToP Participatory Strategic Planning overview – pdf
  • Transformational Strategy: from trepidation to ‘unlocked’ – case study slides & webinar recording
  • Facilitating change in complexity – the Oxfam Lebanon ‘One Country Strategy’ process – case study
  • Building a future together – broadening ownership in corporate planning – case study
  • Transformational Strategy – book review & book

The workshop was adapted from elements of ICA:UK’s 2-day Group Facilitation Methods, Participatory Strategic Planning and Organisational Transformation courses, and IAF conference sessions presented in Moscow and Copenhagen in 2014 and in Stockholm in 2015.

Public courses are available monthly in the UK with ICA:UK and 2 or 3 times per year in Geneva with Initiatives of Change. Watch this space for details of my own schedule of public courses in Brussels for 2017, and see also ToP facilitation training – what’s it like, and is it worthwhile? and ToP facilitation training at your place – and free places for you!

Regularly scheduled public ToP training courses are also provided by ICAs elsewhere including in AustraliaCanada, TaiwanUkraine & the USA.  Other ICAs also offer public courses, and in-house courses on request – see ICA Worldwide.

The famous sticky walls are available from ICA:UK.


For more on my work, and what others have to say about it, please see how I workwho I work with and recommendations & case studies – or view my profile and connect with me on LinkedIn.

You can connect with me also by joining my free facilitation webinars online, and IAF England & Wales’ free facilitation meetups in London and elsewhere.

Raising our ambition – a face-to-face meeting of the virtual ICAI Board

#ICAIBoard, May 2015 on Storify

Last week provided a rare and invaluable opportunity for the largely virtual Board of ICA International to meet face-to-face, in conjunction with the East & Southern Africa ICA regional gathering held near Arusha in Tanzania.  Click on the image above for the story of our meeting on Storify, featuring the real-time updates, photos and tweets that we shared during the week.

We travelled for up to 39 hours to be hosted in Tanzania, from Tokyo, Guatemala, Toronto, Chicago, London, Kiev and Lome. I am grateful to Charles Luoga of ICA Tanzania for hosting us and to Seva Gandhi of ICA USA for her logistical support, and to all involved for giving so generously of their time and energy, in spite of the long journeys.

We had last met face-to-face as a Board when three of us were about to begin our terms, in conjunction with the 8th ICAI Global Conference on Human Development in Kathmandu in late 2012. With the other five having just joined the Board from this year, and with some of us having never yet met each other in person, we felt it essential to make the effort to meet – notwithstanding the significant cost of time and money that would be required for what is a largely volunteer-driven network. I think that that investment will prove to be richly rewarded, and I hope our members will agree – I trust that they will be delighted that the meeting kept well within our tight budget as well!

Manyara National Park, TanzaniaWe met for four days, at a safari lodge near the Manyara National Park. On the fifth day we visited the park, and on the sixth we joined the first day of the regional gathering. That gathering continues to the end of this week, with four of us still present there.  We also were able to see something of the town of Mto Wa Mbu, and the nearby children’s home initiated and supported by ICA Tanzania.

Our aims for the meeting were to get to know each other, and to build team spirit and commitment; to broaden and deepen our shared understanding of ICA and ICAI; to agree strategy and plans for how we will work together as the ICAI Board for 2015-16; and to meet and learn about ICA Tanzania and the ICAs of the region. We also aimed to engage with the global ICA network remotely as we worked during the week, including by meeting virtually with our global communications teams and volunteer web developer to plan for implementation of the new ICAI website that we are developing.

Lisseth Lorenzo of ICA Guatemala in ContradictionsWe applied ICA’s ToP Participatory Strategic Planning process and the four levels of ORID to structure the week, and we shared the facilitation of the sessions. Day 1 was all about sharing Objective level data. We used the Historical Scan method to plot a shared history of ICA and ICAI, and then we reviewed the ‘State of the World’ of our membership by continent, our global governance and finances, and then the global ICA mission & values and the ICAI vision and ‘peer-to-peer’ approach articulated by the ICAI General Assembly in 2010.

Seva Gandhi of ICA USA leads Strategic DirectionsThe following three days were focused on articulating the Contradictions to that Vision (Reflective level) and developing Strategic Directions (Interpretive level) and Implementation plans (Decisional level) by which to address them. We confirmed our Board roles and reviewed our Board role descriptions as a prelude to implementation planning.

A highlight for me was the storytelling icebreaker that we invented at the start of the meeting, and returned to again and again – one of us would pose any question about ourselves or our involvement with ICA, and we would each answer it in turn. That turned out to be a simple but rich and insightful way to get to know each other.

It helped our process enormously that we used our own ICA methods, with which we were all quite familiar. Notwithstanding all that we found that we have in common, I was struck again and again by how differently we all think – that ‘human factor’ of culture at play!  That brought home to me just how valuable is face-to-face time together, especially for a largely virtual team.  I find it hard to imagine that we might otherwise ever have understood each other sufficiently to become effective as a Board or as a team in our 2 years together, let alone to raise our ambition for our service to the membership as we did.

ICAI global communications virtual meetingAs a largely virtual Board, and the leadership of a largely virtual global community, it was instructive also for us to experience the frustrations of slow internet access with which our African colleages have to contend so often when they join us in an online meeting.  We did eventually manage to connect virtually with our web developer and global communications team, and were very excited to see our draft new website taking form. We also managed to share some social media updates with the wider network during the week – but we quickly learned that if we all went online at once, when we returned to within wifi range at mealtimes, then we would all end up frustrated.

We were grateful for the virtual support and encouragement that we recieved from remote friends and colleagues, and appreciated every ‘like’ and comment.  I also enjoyed connecting on twitter with colleagues meeting at the same time at the IAF North America 2015 conference in Canada, sponsored by ICA USA, the ToP Network and ICA Asssociates. (I like to think that our photos of elephants and giraffes trumped theirs of elk and grizzly bears)

The subsequent regional gathering was attended by 17 Directors and staff of ICAs and partner organisations from across the region.  It began with a World Cafe conversation to get to know each other and our interests and asprations for the gathering, and then brief presentations from each of the organisations represented. The rest of the week was to be largely Open Space, ‘Sharing Approaches that Work’, followed by one day of strategic planning for the region.  I very much appreciated the opportunity to get to know some that I did not and to renew my acquaintance with others.  It seemed to me that the interchange within the region, and between it and the other regions represented by ICAI Board members, was very valuable.

ICA IAF collaboration with John CornwellI was also delighted that IAF Africa Director John Cornwell (also an ICA:UK Associate and for many years an ICA colleague in Africa) was there to lead a conversation on the potential for greater collaboration between IAF and ICA, at the local and the global levels, and to learn that the IAF Board is very supportive of that as I am myself.

I returned home energised and enthused myself, and excited by the prospects of a newly energised and enthused ICAI Board. Since January the Board is also enlarged from 7 to 8 members, with the very large Europe & Africa region now reallocated among three Vice Presidents (Europe MENA, East & Southern Africa and West & Central Africa respectively), and I think that too will be enormously helpful. I am encouraged by the increasing numbers of ICA partners and related organisations expressing an interest in joining ICAI as Associate members – including last week in East Africa, and also in Russia where I will be delivering ToP facilitation training next week.  I am looking forward to a growing and  strengthening global network, sharing ICA’s values, and supporting each other through peer-to-peer collaboration in our shared mission of ‘advancing human development worldwide’.

Full documentation of the meeting will be included in a new business plan to be finalised at our online Board meeting June, for approval at our online General Assembly on July 21.  In the meantime, join me in celebrating our new Strategic Directions!  In 2015-16 we will be…

ICAI Board 2015-16 strategic directions

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